The Empowered CPA

In this episode I am joined by Cassandra Stahl, a financial planner who approaches her work in a non-traditional way. We discuss the importance of understanding clients' goals and values, the need for collaboration and trust in the financial planning process, and the shift towards a more client-centered approach in the industry. Cassandra emphasizes the importance of finding a financial advisor who aligns with your values and communicates in a way that is easy to understand. She also highlights the significance of personal growth and self-reflection in her own life and encourages listeners to ask uncomfortable questions when seeking financial advice.

Find out more about Cassandra Stahl here:

Cassandra Kozakis Stahl, Partner and Private Wealth Advisor - Bedminster, NJ 07921 | Northwestern Mutual

www.theEmpoweredCPA.com

@theempoweredcpa

Money scripts are subconscious beliefs about money that develop in childhood and shape our relationship with money in adulthood. There are four main money scripts: money avoidance, money worship, money status, and money vigilance. Each script has its own characteristics and behaviors. Understanding our money script can help us identify our strengths and weaknesses when it comes to money management. It is important to have open and honest conversations about money with our partners and business partners to find compromises and avoid conflicts. www.TheEmpoweredCPA.com @TheEmpoweredCPA

In this episode, I am joined by Matt and Hien of Huck Finch, who work in the creative space helping B2B companies with branding and websites. They discuss their journey of reflection and reevaluation after a challenging year, and how they discovered their passion for helping other creatives scale and grow their businesses. They emphasize the importance of a respectful and supportive partnership, the impact of community, and the need for constraints in entrepreneurship. They also share advice for those considering a new direction and promote their podcast, which focuses on web design and the non-creative aspects of running a successful creative business. 

Find out more about these amazing guys here:

huckfinchbranding.com

instagram.com/huckfinch/?hl=en

twitter.com/wearehuckfinch

Their podcast: Huck Finch - YouTube

More about us:

www.theEmpoweredCPA.com

@theEmpoweredCPA

Join me today to explore an overview of the different concepts of financial therapy. We put money and feelings together to identify the different money script and the concepts of why we do what we do with money. We look at your history with money, relationships with family members and money attachment as well as money conflict.

You can follow The Empowered CPA at:

@TheEmpoweredCPA on Instagram

The Empowered CPA on Facebook

www.TheEmpoweredCPA.com

Hello everyone, we are officially BACK after a year of BIG changes! This season will be full of amazing guests (as always!), updates of all the amazing things we have been working on, talking about financial therapy and why we do what we do with money and addressing all the things we hear about on the various social media platforms.

On today’s episode, I am joined by the wonderful Arielle Leavitt. Arielle is a woman of many talents, some of which includes running her own practice, building a community of women business owners, and hosting The Connector podcast show. Arielle has a passion for networking, making introductions and bringing together people from all walks of life. We get into how we met, Arielle’s path that got her to where she is now and the importance of having a strong community of businesswomen around you.

You can connect with Arielle here:

@arielle.leavitt on Instagram

[email protected] www.arielleleavitt.com

You can also listen to her podcast The Connector on all podcast platforms

You can follow The Empowered CPA at:

@TheEmpoweredCPA on Instagram

The Empowered CPA on Facebook

www.TheEmpoweredCPA.com

In this episode, I discuss how to finish out the year strong for your business. I talk about finalizing your books, how to get ready for filing your 1099’s in January and ways to reduce your taxable income. I also discuss how it is important to take the time to celebrate victories, learn from challenges and make goals for the upcoming year.

You can follow The Empowered CPA at:

@TheEmpoweredCPA on Instagram

The Empowered CPA on Facebook www.TheEmpoweredCPA.com

On this episode, I am joined by mindfulness, meditation and yoga teacher and speaker, Jennifer Gress. Jennifer is a “recovering” CPA who changed career paths after entering motherhood and finding inspiration from a yoga instructor who introduced her to the concept of mindfulness. Jennifer took a big leap, leaving behind her traditional and stable job to do what felt right in her heart. Jennifer speaks with us about the importance of mindfulness, her struggles throughout her journey, and the importance of staying true to yourself.

If you want to connect with Jennifer Gress:

@jenniferdailygress on Instagram

You can also listen to Jennifer’s podcast “Ask A Better Question” https://www.jenniferdailygress.com/

You can follow The Empowered CPA at:

@TheEmpoweredCPA on Instagram

The Empowered CPA on Facebook www.TheEmpoweredCPA.com

Today I am joined by Shannon Palermo, founder of Modern Balance Solutions. Shannon and I talk about how she started bookkeeping on the side to make an extra $1,000/month. When the pandemic hit, she found herself unemployed and relying completely on her side hustle. Listen in for all her advice on how to successfully make the transition and build the business of your dreams.

You can find Shannon here: Modern Balance Bookkeeping Solutions (modernbalancesolutions.com)

You can follow The Empowered CPA at:

@TheEmpoweredCPA on Instagram

The Empowered CPA on Facebook www.TheEmpoweredCPA.com

Today I was joined by Dr. Rosemarie Rutecki, PharmD IMFCP, founder of Functional Pharmacy where she helps her clients find the root cause of their diseases. Rosemarie works with High-Performance Individuals, who want more energy, health, and optimal fitness to be at the top of their game. Listen in to hear how you can become a better version of yourself!

You can find Rosemarie here: Dr. Rosemarie Rutecki (functional-pharmacy.com)

You can follow The Empowered CPA at:

@TheEmpoweredCPA on Instagram

The Empowered CPA on Facebook www.TheEmpoweredCPA.com